Position in THO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$415,451,108
+$23,740,532 QoQ
Shares Held
5,527,556
+12.7% QoQ
Ownership
10.6%
of shares outstanding
% of Portfolio
7.55%
of 13F equity value
Holder Rank
#1
of 408 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in THO Over Time
Shares Held
Position Value (USD)
Position in Recreational Vehicles
Consumer Cyclical · as of Jun 30, 2026ACR Alpine Capital Research, LLC holds $415,451,108 across 1 Recreational Vehicles name. THO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THO |
Thor Industries Inc
This page
|
5,527,556 | $415,451,108 |
All Filings in THO
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,451,108 | 5,527,556 | Shares | Sole | 2026-07-29 | |
| 2026-05-13 | $394,235,932 | 5,278,501 | Shares | Sole | 2026-05-19 | |
| 2026-03-31 | $391,710,576 | 4,903,124 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $424,415,397 | 4,133,782 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $425,862,088 | 4,107,070 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $378,777,402 | 4,265,031 | Shares | Sole | 2025-08-01 | |
| 2025-06-30 | $378,777,403 | 4,265,031 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $264,039,937 | 3,482,917 | Shares | Sole | 2025-05-09 | |
| 2025-03-31 | $264,039,937 | 3,482,917 | Shares | Sole | 2025-05-06 | |
| 2025-03-05 | $221,755,985 | 2,724,275 | Shares | Sole | 2025-03-12 | |
| 2024-12-31 | $205,103,275 | 2,142,966 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $167,433,678 | 1,523,648 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $142,446,114 | 1,524,303 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $171,502,618 | 1,461,587 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $174,164,748 | 1,472,852 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $26,259,685 | 276,040 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $149,701,054 | 1,446,387 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $113,098,037 | 1,420,116 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $74,638,019 | 988,714 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||